JoomInvoice - Currencies Management

JoomInvoice supports multiple currencies, allowing you to bill clients in their local currency while still tracking your overall revenue in a single base currency.

Currency List

Go to Components > JoomInvoice > Settings > Currencies to manage your currencies.

Currency Settings

Each currency has the following settings:

• Name - Display name (e.g., "US Dollar", "Euro").
• Code - ISO currency code (e.g., "USD", "EUR").
• Symbol - The currency symbol (e.g., "$", "€").
• Symbol Before Amount - Text or symbol shown before the number (e.g., "$").
• Symbol After Amount - Text or symbol shown after the number (e.g., " EUR").
• Decimal Places - How many decimal places to display (usually 2).
• Decimal Point - The character used for the decimal point ("." or ",").
• Thousands Separator - The character used to separate thousands ("," or ".").
• Exchange Rate - The conversion rate relative to your default currency.
• Published - Whether this currency is available for use.

Formatting Examples

With US Dollar settings (symbol before: "$", decimal point: ".", thousands separator: ","): $1,234.56

With Euro settings (symbol after: " €", decimal point: ",", thousands separator: "."): 1.234,56 €

Setting Your Default Currency

Go to Configuration > Default currency and select your primary currency. This is used for:

• New invoices when no currency is selected.
• Dashboard revenue calculations and KPI cards.
• Formatting amounts throughout the admin panel.

Enabling Multi-Currency Mode

By default, all invoices use your default currency. To work with multiple currencies:

1. Go to Configuration.
2. Enable Work with multiple currencies.
3. Save.

When enabled:

• A currency selector appears on the invoice form, letting you choose a different currency per invoice.
• Dashboard and statistics convert all amounts to your default currency for consistent reporting.
• KPI cards show an indicator when amounts have been converted from other currencies.

Exchange Rates

When using multiple currencies, you need to set exchange rates so JoomInvoice can convert amounts for reporting.

The exchange rate represents the value of 1 unit of your default currency in the other currency.

Example: If your default currency is EUR and 1 EUR = 1.10 USD, set the USD exchange rate to 1.10.

Exchange rates are used for:

• Dashboard revenue calculations
• KPI trend comparisons
• Monthly comparison charts
• Summary totals

Exchange rates are not updated automatically. You need to update them manually when rates change significantly.